Toth Financial Advisory
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Toth Financial Advisory’s DaVita DVA Stock Holding History

Toth Financial Advisory’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3,205
Closed -$713K – 1047
2026
Q2 		$713K Buy
+3,205
New +$582K 0.07% 157
2021
Q3 		– Sell
-6,000
Closed -$723K – 753
2021
Q2 		$723K Buy
+6,000
New +$710K 0.11% 133

Other funds holding DVA

Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Toth Financial Advisory's DVA Position: Q3 2026 in Review

Toth Financial Advisory sold out of DaVita (DVA) in Q3 2026, closing a stake of 3,205 shares — an estimated $713K sold.

Toth Financial Advisory first reported a position in DVA in Q2 2021 and held it in 2 quarters. The position peaked at $723K in Q2 2021. 293 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Toth Financial Advisory reported no remaining DaVita position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 3,205 DaVita shares in Q3 2026, an estimated $713K.
  • Toth Financial Advisory first reported a position in DaVita in Q2 2021 and held it in 2 quarters.
  • Toth Financial Advisory's DaVita position peaked at $723K in Q2 2021.
  • 293 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.